Richard Beebe Jr. is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at MWM Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various asset classes and integrates financial planning and tax services into many client relationships.

John Maloney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at M&R Capital Management, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Timothy Hawkins is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously led Hawkins Wealth Management for ten years. Outside of his advisory role, he is involved as a partner in non-investment business ventures. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Harold Gianopulos is a CFP® with 32 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Kovitz Securities, Harrisdirect LLC, and Foreside Financial Services. He serves as chairman of the investment committee for the Barrington Area Community Foundation. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Louis Mohn is a Series 66-licensed financial advisor with Primerica Advisors, based in Naples, FL, and has 14 years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the board of the Louzan Family Scholarship Corporation, a scholarship foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Dustin Smith is a financial advisor at Citizens Securities, Inc. in Naples, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, RBC Capital Markets, and City National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with other business conducted on a commission basis.

Mark Lofgren is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

James Weimar Jr. is an investment advisor representative at Kestra Advisory with over 40 years of industry experience. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and also serves as president of Coastline Private Wealth Management, Inc. Outside of his advisory roles, he owns and manages insurance and consulting businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Courtney Carey is a financial advisor at Lincoln Investment with one year of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at Ameriprise for six years and has experience in hospitality roles at The Naples Beach Hotel & Golf Club, Burntwood Tavern, and Artichoke and Company. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs model portfolios and dynamic strategies.

Richard Frick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including previous roles at Morgan Stanley and Gladstone Institutional Advisory LLC. He is also involved with Gladstone Wealth Group, providing administrative services to the independent investment advisory firm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans with a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, and operates as both an SEC-registered investment adviser and broker-dealer.

Roger Wade is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. He holds a Series 63 designation and previously worked at The Colony Group, LLC, G. W. & Wade Asset Management Company, Inc., and G. W. & Wade, Inc. He is based in Naples, FL. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with advisory and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Courtney Shrewsberry is a financial advisor at Steward Partners Investment Advisory, LLC with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Curtis Cook is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has also worked with PFS Wealth Management Group and Madison Avenue Securities, LLC. Outside of his advisory work, Curtis serves as a pastor at Ever Church, where he leads and teaches home church and small groups. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that combines in-house, third-party, and advisor-managed models.

Ozro Brown is a CFP® professional with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, and has prior experience at CTB Financial Services, Ltd. He is also the majority shareholder and managing partner of Caldwell, Taylor and Brown, Ltd., a traditional CPA firm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses such as a law firm and trust company.

Jacqueline Klauberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Farther. She previously worked at Morgan Stanley in various roles between 2016 and 2024. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, incorporating a range of investment vehicles and AI tools to support advisor decision-making.

Karen Barnes is a Series 66 licensed financial advisor with 19 years of industry experience. She currently works at &Partners, LLC and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a partner in JBK Jackson LLC, a closely held business. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analytical methods and works with proprietary and third-party strategies while providing municipal advisory services and maintaining multiple compensation structures.

John Pappas is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Merrill and Raymond James Financial Services and has been affiliated with multiple Steward Partners entities since 2014. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Melanie Migneault is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and nine years of industry experience. Her prior roles include over a decade at Commonwealth Financial Network and positions with Raymond James Financial Services. She previously operated Migneault Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms.

Jeffrey Rode is a CFA® charterholder with 12 years of industry experience, currently serving with Corient. He has worked at Segall Bryant & Hamill since 1999 and joined Corient in 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charities, and corporations. The firm employs a goals-based, team investment approach integrating individual security strategies with third-party managers and uses risk management tools and alternative investments where appropriate.